PHX MINERALS INC. - Common Stock, Par Value $0.01666 (PHX)

CUSIP: 698477106

Q1 2018 13F Holders as of 31 Mar 2018

Holder snapshot 6 signals
Share change
+98,681
SEC-reported price per share
$19.30
Number of holders
72
Value change
+$1,873,375
Number of buys
25
Number of sells
27
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
37,906,227

Security key

698477106

Report period

Q1 2018

Institutions

72

Top holders

10

Ownership snapshot

Top reported holders of PHX - PHX MINERALS INC. - Common Stock, Par Value $0.01666 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Trigran Investments, Inc.
Disclosed value leader
Trigran Investments, Inc.
Comparable rows
15/15
Latest evidence
31 Dec 2017
13F Lead comparable stake: 5.4% Showing 1-6 of 15 holder rows.

Quick read

Trigran Investments, Inc. leads the comparable SEC ownership view at 5.4%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Trigran Investments, Inc.'s linked filing trail.
Comparable ownership Top 5
Trigran Investments, Inc. 5.4%
BlackRock Finance, Inc. 3%
PRICE T ROWE ASSOCIATES INC /MD/ 2.4%
Robert E. Robotti 2%
VANGUARD GROUP INC 1.8%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Trigran Investments, Inc.
13F
Company
13F
5.4%
$42,395,000
2,063,030 shares
31 Dec 2017
BlackRock Finance, Inc.
13F
Company
13F
3%
$23,074,000
1,122,805 shares
31 Dec 2017
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
2.4%
$18,797,000
914,709 shares
31 Dec 2017
Robert E. Robotti
13F
Individual
13F
2%
$15,488,000
753,680 shares
31 Dec 2017
VANGUARD GROUP INC
13F
Company
13F
1.8%
$14,143,000
688,230 shares
31 Dec 2017
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
1.6%
$12,395,000
603,153 shares
31 Dec 2017
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2018

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
72
Shares
9,698,277
Rows available
72
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2018 vs Q1 2018 Across Filers

Q1 2018 holders
72
Q1 2018 holders
72
Holder diff
0
Investor Q1 2018 Shares Q1 2018 Shares Share Diff Share Chg % Q1 2018 value Q1 2018 value Value change Value Chg %
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